Aditya Birla Sun Life India Gennext Fund vs Mahindra Manulife Consumption Fund compare
Mahindra Manulife Consumption Fund- Regular Plan - Growth
Aditya Birla Sun Life Consumption Fund-Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Fund | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹563 Cr | ₹6526 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 13 Nov 2018 | 05 Aug 2005 |
| Category | Consumption | Consumption |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY India Consumption TRI | Nifty India Consumption TRI |
| Turn Over | 123% | 10% |
| Expense Ratio | 2.37 | 1.85 |
| Manager | Abhinav Khandelwal | Dhaval Joshi |
| ISIN Code | INF174V01630 | INF209K01447 |
| Exits Load | Mahindra Manulife Consumption Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Aditya Birla Sun Life India GenNext Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| 1 Month | -1.3% | -0.94% |
| 6 Month | 5.07% | 3.91% |
| 1 Year | -0.41% | 2.33% |
| 3 Year | 14.78% | 13.9% |
| 5 Year | 16.42% | 16.9% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| 6 Month | 1.66% | 1.23% |
| 1 Year | 11.75% | 11.52% |
| 3 Year | 13.13% | 13.54% |
| 5 Year | 14.63% | 14.5% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| 1 Year | 11.32% | 15.64% |
| 3 Year | 17.02% | 15.73% |
| 5 Year | 17.86% | 17.23% |
Risk Management
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Standard Deviation | 13.50% | 11.81% |
| Sharp | 0.64% | 0.66% |
| Beta | 0.92% | 0.9% |
| Alpha | 0.05% | -1.6% |
Fund Managers
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Name | Abhinav Khandelwal | Dhaval Joshi |
| Total AUM | ₹5522 Cr | ₹361932 Cr |
| Funds Managed | 5 | 55 |
| Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Others | 9.3 | 0.21 |
| Large Cap | 62.81 | 68.15 |
| Mid Cap | 8.05 | 19.25 |
| Small Cap | 19.85 | 12.09 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Others | 5.06 | 0.21 |
| Consumer Defensive | 26.67 | - |
| Consumer Cyclical | 40.32 | - |
| Basic Materials | 4.19 | - |
| Healthcare | 1.67 | - |
| Communication Services | 11.31 | - |
| Industrials | 7.6 | - |
| Utilities | 1.87 | - |
| Technology | 1.3 | - |
| Industrial Products | - | 0.62 |
| Food Products | - | 3.87 |
| Retailing | - | 14.88 |
| Personal Products | - | 4.22 |
| Consumer Durables | - | 10.39 |
| Diversified FMCG | - | 6.94 |
| Insurance | - | 3.44 |
| Banks | - | 11.7 |
| Pharmaceuticals & Biotechnology | - | 3.73 |
| Automobiles | - | 14 |
| Finance | - | 3.14 |
| Consumer Services | - | 0.78 |
| Miscellaneous | - | 0.61 |
| Agricultural Food & other Products | - | 1.89 |
| Beverages | - | 5.67 |
| Realty | - | 0.57 |
| Auto Components | - | 1.39 |
| Telecom - Services | - | 5.48 |
| Healthcare Services | - | 0.84 |
| Diversified | - | 0.7 |
| Cement & Cement Products | - | 1.04 |
| Transport Services | - | 1.47 |
| Textiles & Apparels | - | 0.44 |
| Leisure Services | - | 1.68 |
Top Comparisons
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns11.42%
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
3Y Returns8.75%
ICICI Prudential Technology Fund - Growth
3Y Returns13.59%
Nippon India Nifty IT Index Fund - Reg (G)
3Y Returns0%
Mirae Asset Corporate Bond Fund Regular Growth
3Y Returns7.25%
HSBC Corporate Bond Fund - Regular Growth
3Y Returns7.54%
ICICI Prudential Focused Equity Fund - Growth
3Y Returns21.68%
Canara Robeco Focused Fund - Regular Plan - Growth Option
3Y Returns16.43%